Saved Mapping Templates

If you import sheets with the same layout often, save the column mapping as a template and skip the mapping step next time.

How Templates Work

• Templates are saved per project.
• One template per project can be set as the default.
• A template applies to sheets with the same columns.

Steps

1. Complete the mapping on the Field Mapping screen.
2. Click Save Template and give it a clear name.
3. On your next import, pick the template from Apply saved template....
4. To make a template the default for a project, an admin can choose it in the Default Template column on the Subtask Importer admin page. See Per-Project Settings.

Naming Templates

Use names that describe the process, not the person. For example:

• Release Checklist
• New Hire Onboarding
• QA Regression Test List

When to Create a New Template

• The sheet has different columns.
• A new custom field is now used.
• A different team uses a different layout.

Tip: Templates work best with a master sheet. Keep the column order fixed and only change the rows.